Daniel Roberts

Biography

Daniel has been working in the finance industry since 2008. Prior to Financial Planning, Daniel worked as an Accountant within the firm. Daniel specialises in financial planning, wealth accumulation, portfolio management, tax and investment strategies, as well as personal insurance advice. Daniel firmly believes that every client should have a sound plan to achieve their financial and lifestyle goals, and as part of that plan, should have strategies that maximise the opportunities available.

Daniel is both a Chartered Accountant (CA) and a Certified Financial Planner (CFP). Reaching the highest level of professional endorsement in both Accounting and Financial Planning.